IRC
CS

Investors Research Corp’s Credit Suisse Group CS Stock Holding History

Investors Research Corp’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,686
Closed -$8.62K – 1131
2023
Q1 		$8.62K Sell
9,686
-307
-3% -$856 ﹤0.01% 793
2022
Q4 		$30.4K Sell
9,993
-1,500
-13% -$5.84K 0.01% 594
2022
Q3 		$45K Hold
11,493
– – 0.01% 517
2022
Q2 		$65K Hold
11,493
– – 0.02% 472
2022
Q1 		$90K Hold
11,493
– – 0.03% 438
2021
Q4 		$111K Hold
11,493
– – 0.03% 385
2021
Q3 		$113K Hold
11,493
– – 0.04% 385
2021
Q2 		$121K Buy
11,493
+933
+9% +$9.91K 0.04% 363
2021
Q1 		$112K Hold
10,560
– – 0.04% 375
2020
Q4 		$135K Sell
10,560
-307
-3% -$3.56K 0.05% 368
2020
Q3 		$108K Hold
10,867
– – 0.05% 378
2020
Q2 		$112K Hold
10,867
– – 0.06% 345
2020
Q1 		$88K Sell
10,867
-358
-3% -$4.17K 0.05% 349
2019
Q4 		$151K Sell
11,225
-307
-3% -$3.92K 0.07% 325
2019
Q3 		$141K Hold
11,532
– – 0.07% 326
2019
Q2 		$138K Buy
11,532
+256
+2% +$3.12K 0.07% 320
2019
Q1 		$131K Sell
11,276
-400
-3% -$4.77K 0.07% 334
2018
Q4 		$127K Hold
11,676
– – 0.09% 265
2018
Q3 		$174K Hold
11,676
– – 0.1% 296
2018
Q2 		$174K Hold
11,676
– – 0.1% 296
2018
Q1 		$196K Hold
11,676
– – 0.12% 279
2017
Q4 		$208K Buy
+11,676
New +$193K 0.13% 276

Other funds holding CS

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Investors Research Corp's CS Position: Q2 2023 in Review

Investors Research Corp sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 9,686 shares — an estimated $8.62K sold.

Investors Research Corp first reported a position in CS in Q4 2017 and held it in 22 quarters. The position peaked at $208K in Q4 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Investors Research Corp reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Investors Research Corp sold 9,686 Credit Suisse Group shares in Q2 2023, an estimated $8.62K.
  • Investors Research Corp first reported a position in Credit Suisse Group in Q4 2017 and held it in 22 quarters.
  • Investors Research Corp's Credit Suisse Group position peaked at $208K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.